Senior Quantity Surveyor (Claims)
Louis Berger
Total years of experience :21 years, 3 Months
Key Activities
a) Post-Contract: Claims & Variation Orders
• Acting as the single point of contact for the PMC for claims and disputes and to manage the claims and dispute resolution process on behalf of the client.
• Pre-qualifying claims received from Contractors:
Checking Contractors claims are received within contractual timescales.
Checking Contractor has submitted reasonable initial substantiation of the claim.
Advising whether Contractors claims are administratively compliant with the Contract.
Notifying the Contractor as appropriate.
• Conducting forensic analysis of claims and potential claims:
Reviewing contractor’s claims and potential claims.
Liaising with project team to obtain relevant background information and documentation.
Conducting forensic investigation of the technical construction issues.
Undertaking delay analysis of the program critical path.
Determining presence of Contractor-caused concurrent delay (if any).
Formulating the client’s defense and/or counter-claim, as appropriate.
Ascertaining Contractor’s entitlement, if any, in respect of change in scope, extension of time and financial quantum.
• Preparing claims reports:
For each claim and potential claim on the claims register.
To confirm claim is pre-qualified and administratively valid.
To confirm results of forensic analysis of claims and potential claims.
For presentation to direct manager for review, analysis and approval.
For submission to the Engineer in due course for his consideration.
To form the basis of summary presentations to key internal stakeholders.
• Negotiating and settling claims:
Preparing all necessary letters and transmittals to be issued in respect of potential claims or claims
Undertaking commercial negotiations with Contractors commercial team.
Reaching provisional settlement with Contractor.
Making settlement recommendations to key internal stakeholders.
Obtaining all necessary approvals to authorize settlement.
Preparing contract change notice and / or settlement agreement.
Facilitating the avoidance and/or mitigation of successful Contractors claims and disputes.
• Preparing and maintaining a detailed register of Contractors claims and potential claims.
b) Pre-Contract and Post-Contract Provisional Sums Procurement and Contracts Management for MEP, Architectural Finishes and Utility Diversion Works
• Planning and executing pre-tender and pre-contract stages, including commercial evaluation of tenders received, ensuring the contracting strategies and the ultimate contracts developed are consistent with company approved policy.
• Preparation of the tender documents and offering advice as to contract selection and procurement route ensuring at all times that appropriate risk mitigation is undertaken.
• Responding to contractual tender queries as appropriate.
• Drafting and preparing the scope of works, BOQ’s and tender documentation, calling and evaluating the tenders, compiling and negotiating contracts with the main contractors.
• Advising management of contractual rights and obligations; compiling and analysing data; and maintaining historical information.
• Reviewing commercial and contractual evaluation including analysis of quoted rates and prices to reveal the pricing strategies adopted by various tenderers, contractual qualifications and their effect on the final contract cost and claims, financial strength and legal/commercial status of tenderers, etc.
• Attending pre-award meetings, clarifications and negotiations with bidders prior to contract award to resolve any pending matters prior to signature and finalization of the formal contract with the contractors.
• Evaluating and review the Provisional Sums and Architectural Finishes Procurement Schedule, Tender Plans, Invitation To Tender (ITT) documents and Contract Documents.
• Advising on suitable procurement strategies.
Key Activities
• Acting as the single point of contact for claims and to manage the claims process.
• Providing a forensic analysis and evaluation of claims which have not been resolved at project level, including:
evaluation of both contractual and legal entitlement;
identifying, collecting and evaluating relevant facts and records;
collating related information and providing analysis based on facts, records and the contract;
preparing, briefing and advising strategies claim resolution, defences and counter-claims;
preparing reports and recommendations related to claims and disputes; and
Quantum evaluation.
• Managing delay analysis process for all planning/time elements of claims and Interfacing with Project Controls in the event of an EOT claim.
• Preparing and providing substantiation and advice related to client’s claims
• Producing well-written, concise reports and letters.
• Managing the input of the commercial view into the client’s decision making process around triggering disputes and/or litigation.
• Adhering to and maintain familiarity with any client procedures regarding items such as Contract Administration, Claims Management.
• Providing independent conclusions, recommendations and providing assistance with gathering of evidence for the purpose of claims analysis, submittals and rebuttals.
• Identifying contractual problems and possible claims by contractor and taking appropriate action to ensure a satisfactory resolution and informing management/client of the same.
• Measuring, valuing and negotiating contract variations as directed by the Commercial Manager.
• Ensuring that variations are evaluated against time and cost estimation, with variances reviewed and reported.
• Providing support to Client’s in presenting the Client’s position with respect to claims to third parties as required.
Key Activities
• Reviewing contractual documents and contract modifications to determine scope of work and scope changes.
• Reviewing conceptual design documents.
• Coordinating between all designers (architectural, structural Etc…) to finalize the concept of Underground Stations & Maintenance and Storage Facility.
• Reviewing Structural, architectural design and MEP reports
• Identifying potential claims, checking for compliance with applicable contractual terms and ensuring effective negotiation and settlement of claims.
• Developing and execute Construction Claims Service strategies and programs.
• Conducting necessary research and acquires supporting documentation to substantiate claims to clients or major subcontractors.
• Developing a project specific claims summary report during project closeout to support lessons learned and continuous improvement.
• Producing well-written, concise reports and letters, with minimal revisions required for assigned claims.
• Coordinating the input of the commercial view into the client’s decision making process around triggering disputes and/or litigation.
• Compiling required information and produce reports required by the Client.
• Adhering to and maintain familiarity with any Client procedures regarding items such as Contract Administration, Claims Management, Employer’s Claims and Contractor’s Document Inspections
• Acting for or on behalf of the Claims Manager when instructed
• Performing any other claims related tasks assigned to the Claims Administrator by the Claims Manager.
• Advising on contract interpretation including analyzing client’s specifications and drawings.
• Ensuring the proper preparation and documentation of all information recording events as background to future claims.
• Liaising with other departments such as procurement for material availability and cost.
• Assisting Project Management in all aspects of contract administration and Quantity Surveying.
• Assisting contractual negotiations of sub-contract agreements.
Key Activities
• Evaluation of both contractual and legal entitlement.
• Application of Contract clauses and principles to the assessment and preparation of claims (merit, liability, cost and schedule etc.):
• Identifying, collecting and evaluating relevant facts and records.
• Carrying out all research assignments assigned by the Claims Manager.
• Collating related information and providing analysis based on facts, records and the contract.
• Assisting Claims Manager in developing and submitting Requests for Engineer’s Determinations.
• Assisting Claims Manager in all aspects of claim resolution, defenses and counter-claims.
• Production of high quality, clear and concise written claims, assessments and related correspondence or advice.
• Providing claims identification, development and presentation support to the Project team, managing the resolution of claims as required.
• Working with Construction, Engineering, Project Controls and Procurement etc. to investigate possible claims as part of claim preparation.
• Preparing reports and recommendations related to claims and disputes.
• Ensuring that variations are evaluated against time and cost estimation, with variances reviewed and reported.
• Valuing and agreeing variations with both the client and the Subcontract packages.
• Subcontract negotiation, contract development, awarding of subcontracts.
• Support the Estimating Team in developing commercial approaches to improve time and cost estimation at the negotiation stage.
Key Activities
• Performing project cost budget development, monitoring and forecasting; preparation and validation of cost status reports.
• Reviewing cost data source documents (PO’s, Subcontracts) and similar documents for assignment of correct cost codes.
• Preparing bill of quantities and quotations for construction projects.
• Forecasting project completion and cost implications.
• Verifying measurements and quantities taken on site.
• Following and monitoring of site progress.
• Preparation of weekly and monthly progress reports.
• Documentation of site progress.
• Monthly preparation of invoices according to the progress.
• Generating monthly technical cost control reports.
• Developing project cash flow on a monthly basis.
• Preparation and maintenance of estimates, budgets, cost report and cashflows.
• Reviewing and commenting on bids and contract award recommendation reports.
• Estimating of value engineering options and lifecycle costs
• Establishment and maintenance of a program cost benchmarking database.
• Analysing and reporting on Consultants and Contractors cost reports and cashflows.
• Coordination with Package Managers, Consultants and Contractors.
B.Sc. in Civil Engineering, Aleppo University, Grade B